IDFC Arbitrage Fund
An open ended scheme investing in arbitrage opportunities
Buying in one market and selling in another simultaneously to take advantage of a temporary price differential is called arbitrage.
For instance, if you could buy A in Gujarat at `100 and sell it in Mumbai simultaneously at `101, you could make `1 profit at very low risk. This opportunity arises out of market inefficiency and is the basis of every arbitrage trade.
- Min Investment 100
- Min SIP Amount 100
- Exit Load0.25%0.25% if redeemed / switched-out within 1 month from the date of allotment (w.e.f 01st July 2016)
This product is suitable for investors who are seeking* :
- To generate low volatility returns over short to medium term.
- Investments predominantly in arbitrage opportunities in the cash and derivative segments of the equity markets with balance exposure in debt and money market instruments.
Scheme is suitable for goals with a horizon of 5+ years, 3-5 years, 1-3 years, upto 1 year
Benchmark : Nifty 50 Arbitrage IndexAlternate Benchmark : Nifty 50 TRI
Value of 10,000 invested in IDFC Arbitrage Fund - Regular Plan - Growth
IDFC Arbitrage Fund - Regular Plan - GrowthValue:10,414.91
Nifty 50 Arbitrage Index #Value:10,299.86
Nifty 50 TRI ##Value:10,433.67
|Scheme Names||CAGR Returns (%)||Current value of Investment of 10,000|
|1 year||3 year||5 year||21/12/2006 Since inception||1 year||3 year||5 year||21/12/2006 Since inception|
|IDFC Arbitrage Fund - Regular Plan - Growth||4.13||5.61||5.79||6.91||10,414.91||11,782.54||13,252.01||24,981.1|
|Nifty 50 Arbitrage Index #||2.98||4.65||5.06||0.00||10,299.86||11,463.41||12,804.54||0|
|Nifty 50 TRI ##||4.31||6.01||8.75||9.59||10,433.67||11,914.82||15,214.25||35,096.74|
|# Scheme Benchmark | ## Scheme Alternate Benchmark|
This fund is managed by (w.e.f 01/03/2017), (w.e.f 27/06/2013) & (w.e.f 20/10/2016)
*NAV as on 17/09/2020, performance of IDFC Arbitrage Fund - Regular Plan - Growth as on 31/08/2020.
View fund performance of other funds managed by Arpit Kapoor, Yogik Pitti, Harshal Joshi
Past performance may or may not be sustained in future.
Regular and Direct Plans have different expense structure. Direct Plan shall have a lower expense ratio excluding distribution expenses, commission expenses etc.
For taxation, please refer the link : https://bit.ly/2BbIG7j
Dividend HistoryDividend History
|Record Date||/ Unit||NAV|